Milestone Advisory Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Milestone Advisory Partners’s Portfolio FBT Stock Details FBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$285K	Hold	1,950	–	–	0.24%	55
2023 Q2	$299K	Hold	1,950	–	–	0.27%	53
2023 Q1	$302K	Hold	1,950	–	–	0.28%	53
2022 Q4	$301K	Hold	1,950	–	–	0.22%	55
2022 Q3	$257K	Hold	1,950	–	–	0.19%	57
2022 Q2	$271K	Hold	1,950	–	–	0.22%	54
2022 Q1	$291K	Hold	1,950	–	–	0.16%	68
2021 Q4	$316K	Buy	+1,950	New	+$315K	0.16%	63
2021 Q3	–	Sell	-1,950	Closed	-$337K	–	84
2021 Q2	$337K	Hold	1,950	–	–	0.18%	61
2021 Q1	$313K	Hold	1,950	–	–	0.17%	51
2020 Q4	$328K	Buy	+1,950	New	+$316K	0.19%	44
2020 Q2	–	Sell	-1,950	Closed	-$256K	–	57
2020 Q1	$256K	Hold	1,950	–	–	0.18%	35
2019 Q4	$290K	Hold	1,950	–	–	0.15%	46
2019 Q3	$241K	Hold	1,950	–	–	0.14%	52
2019 Q2	$275K	Hold	1,950	–	–	0.17%	45
2019 Q1	$294K	Hold	1,950	–	–	0.19%	41
2018 Q4	$237K	Hold	1,950	–	–	0.21%	38
2018 Q3	$309K	Hold	1,950	–	–	0.22%	39
2018 Q2	$273K	Hold	1,950	–	–	0.2%	40
2018 Q1	$259K	Hold	1,950	–	–	0.19%	42
2017 Q4	$243K	Buy	+1,950	New	+$241K	0.18%	43

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Milestone Advisory Partners's FBT Position: Q3 2023 in Review

Milestone Advisory Partners held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2023 at 1,950 shares worth $285K. The position accounts for 0.24% of the portfolio, ranked #55.

Milestone Advisory Partners first reported a position in FBT in Q4 2017 and has held it in 21 quarters since. The position peaked at $337K in Q2 2021. 242 funds tracked by Wall St. Rank hold FBT as of Q3 2023.

Milestone Advisory Partners held 1,950 shares of First Trust NYSE Arca Biotechnology Index Fund worth $285K as of Q3 2023.
Milestone Advisory Partners left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2023.
First Trust NYSE Arca Biotechnology Index Fund made up 0.24% of Milestone Advisory Partners's portfolio in Q3 2023, its #55 holding.
Milestone Advisory Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2017 and has held it in 21 quarters since.
Milestone Advisory Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $337K in Q2 2021.
242 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.